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Archdiocesan Endowment Funds (Value As of June 30, 2015 - $101,284,866)

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Archdiocesan Endowment Funds (Value As of June 30, 2015 - $101,284,866) Archdiocesan Endowment Funds (Value as of June 30, 2015 - $101,284,866) A Generation of Hope Youth Archdiocesan Office of Pro-Life Activities Home Mission, Growth and Development and (V: $27,409 D: $1,466) Endowment Fund James P. Scott endowment funds. Distributions are to be used to provide (V: $32,758 D: $1,657) Bruns-Wickens Family Donor-Advised scholarship money for youth throughout the Distributions are to be used to promote Fund for Seminarians and archdiocese who are in need of financial archdiocesan pro-life activities. Priestly Education assistance to attend programs that build Archdiocesan Priests’ Retirement and (V: $64,842 D: $3,467) leadership skills and spirituality. Benefit Endowment Fund Distributions are to be used only for charitable, Celeste and Norbert Ankenbrock-St. (V: $3,488,861 D: $175,556) educational, religious, scientific, humanitarian Joseph Cemetery Endowment Fund, Established to provide for retirement, health and cultural needs as approved by and Indianapolis care and other benefits for priests of the consistent with the expressed purposes of the (V: $101,159 D: $5,238) Archdiocese of Indianapolis. Catholic Community Foundation, Inc. Established from the bequest of Dolores Archdiocesan Total Catholic Education Bishop Simon Bruté College Seminary Rizza. Distributions are to be used to provide Endowment Fund Endowment Fund maintenance and ensure perpetual care of St. (V: $2,460,409 D: $123,987) (V: $184,416 D: $4,079) Joseph Cemetery in Indianapolis. Established by the late Archbishop Edward Distributions are to be used to support the Archbishop’s Endowment Fund T. O’Meara. Distributions are to be used operations of the Bishop Simon Bruté College (V: $5,015,064 D: $228,351) to benefit total Catholic education in the Seminary for the formation of college men for Established by the bequest of the Rev. James Archdiocese of Indianapolis. the Roman Catholic priesthood who attend the Bishop Simon Bruté College Seminary, J. Sweeney. Distributions are to be used Archdiocesan Growth and Indianapolis. for the general use of the archdiocese as Expansion Fund directed by the archbishop after consultation Building Communities of Hope – (V: $3,189,225 D: $160,542) with the chancery staff. John P. Hofer Scholars’ Endowment Fund Distributions are to be used to support the Archdiocesan Donor-Advised Reserve growth of parish, school and agency ministries (V: $117,516 D: $5,944) for Employee Benefits Fund in the Archdiocese of Indianapolis. Established by the late John P. Hofer. Distributions are to be used primarily to (V: $12,130,087 D: $608,360) Archdiocese of Indianapolis Lay Employee provide financial aid for low-income children Distributions are to be used for future health Benefits Fund care costs incurred by employees of parishes, to attend center-city Catholic schools. (V: $19,881,023 D: $996,501) schools and agencies of the Archdiocese of Catholic Cemeteries Association Distributions are to be used to provide and Indianapolis. Perpetual Care Endowment Fund enhance benefits for employees working in The Mary Margaret and John F. Lynch the parishes, schools and agencies of the (V: $2,635,571 D: $126,134) Endowment Fund for Archdiocesan Archdiocese of Indianapolis. Distributions are to be used to maintain the Center-City Schools cemeteries in perpetuity. Archdiocese of Indianapolis Property (V: $11,371 D: $608) Insurance Reserve Donor-Advised Fund Catholic Charities of the Archdiocese Established from the real estate of Mr. and of Indianapolis Endowment Fund (V: $10,468,219 D: $431,236) Mrs. John F. Lynch. Distributions are to be Distributions are to be used to support the (V: $978,894 D: $52,334) used to provide financial assistance for property insurance claims incurred by the Distributions are to be used to support the center-city students. parishes, agencies and schools of the programs and works of Catholic Charities Archdiocesan Home Missions Archdiocese of Indianapolis. of the Archdiocese of Indianapolis and its Endowment Fund member agencies. Archdiocese of Indianapolis (V: $4,413,508 D: $209,409) James P. Scott Capital Improvement Catholic Educator Formation Established through the proceeds of the Endowment Fund Endowment Fund Legacy of Hope Campaign. Distributions are (V: $5,342,073 D: $275,203) (V: $929,761 D: $47,028) to be used to support home mission needs in Distributions are to be used to support Distributions are to be used to fund the the Archdiocese of Indianapolis. capital projects throughout the Archdiocese of archdiocesan share of the cost of professional Indianapolis as matching grants or outright courses in religion for Catholic school educators awards to projects selected through the and parish catechists in partnership with the combined grant review process for distributions of individuals and the Catholic colleges. Established between July 1, 2014 and June 30, 2015 V = Value as of June 30, 2015 D = Distributions for FY 2015 2 Total Value as of June 30, 2015 $160,356,215 451 FOUNDATION FUNDS Catholic Social Services of Indianapolis provide relief to the poor, the distressed and Making a Difference Endowment Fund Endowment Fund the underprivileged. Its primary objective is (V: $8,605,559 D: $431,885) (V: $184,727 D: $7,792) to provide assistance such as food, shelter, Established by a bequest from the estate of Rev. Distributions are to be used to support the clothing and medical care to such individuals. Msgr. Raymond T. Bosler to provide funds for programs and works of Catholic Social Albert J. and Christine M. Hackl Family low-income children to attend center-city Catholic Services of Indianapolis. Endowment for Archdiocesan Catholic grade schools in Indianapolis. Catholic Urban School Consortium Schools and Pastoral Education Mother Theodore Catholic Academies Donor-Advised Fund (V: $8,768,487 D: $465,538) Endowment Fund (V: $245,783 D: $13,142) Established by Albert J. and Christine M. (V: $97,034 D: $4,003) Distributions are to be used to provide funds for Hackl. Distributions are to be used to support Distributions are to be used to defray the the general operating expenses of center-city needs directly associated with Catholic cost of teaching salaries for Mother Theodore schools. The consortium was created to ensure education, the formation of pastoral Catholic Academies, Indianapolis. leaders, priestly and pastoral retirement, that urban children will continue to be offered The Dr. Robert F. Nagan and Dete Nagan pro-life education and other such needs in a quality, faith-based primary school education Endowment Fund and to help the children break the cycle of support of Catholic education as shall be (V: $24,839 D: $1,328) poverty in Indianapolis. determined from time to time by the Archbishop of Indianapolis. Established by the late Dr. Robert F. Nagan Sr. Nancy Crowder Endowment Fund and Dete Nagan. Distributions are to be John P. Hofer Endowment Fund for for Holy Family Shelter Services used primarily for the education of seminarians Holy Family Shelter (V: $13,579 D: $687) who will serve the Archdiocese of Indianapolis. (V: $61,249 D: $3,275) Distributions are to be used to provide Next Step Endowment Fund services and support solely for homeless Established by the late John P. Hofer. (V: $29,920 D: $1,513) families at Holy Family Shelter. Distributions are to be used primarily to provide unrestricted financial support for Distributions are to be used to provide funds Fr. Martin Dusseau Memorial Fund for the general use of Holy Family Shelter. to Catholic secondary schools for financial aid Seminarian Education at Saint Meinrad to low-income children. Endowment Fund Holy Family Shelter Endowment Fund of Catholic Social Services Opportunity Endowment Fund (V: $139,944 D: $7,240) (V: $2,217,977 D: $111,824) Distributions are to be used for the education of (V: $745,222 D: $37,629) Distributions are to be used to provide funds seminarians at Saint Meinrad Seminary for the Distributions are to be used to provide to elementary schools for financial aid to Archdiocese of Indianapolis. services and support solely for homeless families at Holy Family Shelter. low-income children attending schools in the Fatima Retreat House Endowment Fund Archdiocese of Indianapolis. Holy Family Shelter Unrestricted (V: $361,181 D: $18,269) Endowment Fund Priests’ Retirement Apartments at Established by an anonymous donor. St. Paul Hermitage Endowment Fund Distributions are to be used for the purpose (V: $31,293 D: $397) (V: $52,471 D: $2,806) of providing support for Fatima Retreat House. Distributions are to be used to provide services and support solely for homeless Established from a bequest by Charles The John F. Fink – Criterion Endowment families at Holy Family Shelter. Bledsoe. Distributions are to be used to Fund support Priests’ Retirement Apartments at Charles P. Koster Metropolitan Tribunal St. Paul Hermitage, Beech Grove. (V: $45,540 D: $2,458) Endowment Fund Distributions are to be used to provide funds Queen and Divine Mercy Center (V: $4,115 D: $220) for continuing education for The Criterion staff Endowment Fund members as well as a stipend in the form of a Distributions are to be used to help pay tuition (V: $991,026 D: $18,682) scholarship for a college intern to support the or to pay all tuition, room and board for any lay Distributions are to be used for the general work of The Criterion. person whom the archdiocese may want in the future to obtain a degree in canon law. use of the Archdiocese of Indianapolis as Albert J. and Christine M. Hackl directed by the Archbishop or his designee. Family Endowment for Catholic Charities/ Lay Ministry Education Endowment Fund Richardson/Harrison Family Social Services (V: $1,166,106 D: $58,935) Endowment Fund (V: $3,449,999 D: $183,173) Distributions are to be used for the education (V: $46,907 D: $2,025) Established by Albert J.
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